§ 13F · FUND PROFILE
Mayar Capital Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $63.9T (13F)Positions · 12Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | 727K | $12.5T | 17.0% | +56% |
| 2 | UPS | UNITED PARCEL SERVICE INC | 107K | $10.6T | 14.4% | ±0% |
| 3 | NKE | NIKE INC | 149K | $9.5T | 12.9% | +155% |
| 4 | SOLV | SOLVENTUM CORP | 107K | $8.4T | 11.5% | ±0% |
| 5 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 81K | $8.2T | 11.1% | +74% |
| 6 | JNJ | JOHNSON & JOHNSON | 31K | $6.5T | 8.8% | −52% |
| 7 | BKNG | BOOKING HOLDINGS INC | 870 | $4.7T | 6.3% | NEW |
| 8 | V | VISA INC | 13K | $4.5T | 6.1% | +343% |
| 9 | PYPL | PAYPAL HLDGS INC | 73K | $4.3T | 5.8% | ±0% |
| 10 | LH | LABORATORY CORP AMER HLDGS | 8K | $2.1T | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAYAR SIGNAL
AC read
Mayar Capital Ltd. is a Other fund managing $63920.2 trillion in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed